Run a free diagnostic, clean up up to the last 2 years of books where available, and keep everything in shape month after month, without hourly cleanup projects.
No accountant calls. No hourly cleanup fees. Just clearer books.
Connect your accounts and instantly see categorization gaps, duplicates, reconciliation issues, and cleanup recommendations.
Pick the cleanup tier that matches your account complexity and history.
Start a monthly Keep-Clean plan for ongoing transaction categorization, alerts, and financial visibility.
Uncategorized and miscategorized transactions
Duplicate or suspicious entries
Reconciliation mismatches
Merchant and vendor naming inconsistencies
Messy month-end reporting inputs
Real screens from a sample business's month. Click any to zoom and flip through. Your own books start empty and only ever hold your real numbers.
Know what to set aside for taxes
A clear monthly savings target so taxes never surprise you, adjusted for how your business is taxed.
It learns from you
Correct a category once and TrainedBooks remembers it for next time. It gets sharper the more you use it.
Only the few things that need you
The ambiguous tail (a no-memo wire, a tax payment, an owner draw) is surfaced clearly, not silently mis-posted.
Any report you need, on your schedule
Ask for any document: a profit summary, an investor update, a lender package. It's built from your books. Save it, or have it emailed to you every month.
It tells you why the numbers moved
Ask "why did expenses jump?" and get the real answer: which categories changed and the payees behind each move, plus your MRR, burn, and runway.
Your CPA gets clean books
A one-click packet with P&L, balances, open items, and the full register, in the format your accountant expects.
TrainedBooks does the cleanup work. You keep the final say on everything.
You approve every category. Nothing counts toward your books until you say so.
Anything unclear (a no-memo wire, an owner draw, a tax payment) is flagged for you, never quietly guessed.
Every fix comes with a plain-English reason you can check at a glance.
Your books are yours: export the full ledger anytime, and delete everything whenever you want.
TrainedBooks is software, not a CPA firm or public accounting firm. TrainedBooks does not provide tax, audit, or legal advice. Cleanup covers transaction categorization, normalization, reconciliation checks, and reporting. Complex accounting questions may still require your accountant.
The diagnostic shows categorization gaps, duplicates, and reconciliation issues before you pay anything.
Run Free Diagnostic